WCM
EIG icon

Wealthcare Capital Management’s Employers Holdings EIG Stock Holding History

Wealthcare Capital Management’s Portfolio EIG Stock Details EIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-41
Closed -$2K – 245
2021
Q1 		$2K Buy
+41
New +$1.43K ﹤0.01% 550

Other funds holding EIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Capital Management's EIG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Employers Holdings (EIG) in Q2 2021, closing a stake of 41 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in EIG in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 150 funds tracked by Wall St. Rank hold EIG as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Employers Holdings position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 41 Employers Holdings shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Employers Holdings in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Employers Holdings position peaked at $2K in Q1 2021.
  • 150 funds tracked by Wall St. Rank held Employers Holdings as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.